+236.7%
IQV vs FLR
+19.7%
+217.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.6% |
| 7D | -2.2% | -3.5% | +1.2% | -1.8% |
| 30D | +8.3% | +4.2% | +4.1% | +7.6% |
| 3M | +44.6% | +8.1% | +36.5% | +41.9% |
| 6M | +52.6% | +21.5% | +31.0% | +46.2% |
| YTD | +16.1% | +36.8% | -20.6% | +9.3% |
| 1Y | +37.3% | +31.2% | +6.1% | +29.6% |
| 3Y | +21.6% | +53.9% | -32.3% | +9.4% |
| 5Y | +0.5% | +243.0% | -242.6% | -20.0% |
| All | +236.7% | +19.7% | +217.0% | +172.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FLR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling